Featured 13F manager
Semper Augustus Investments Group LLC Christopher Bloomstran
Highlands Ranch, CO 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $885M
- 50 Positions
- 2026 Q2
- +5.7% QoQ
- Top 5 52.5%
Portfolio
top 5 52.5% · top 10 78.9%
- BRK.B - Berkshire Hathaway · CL B 15.5%
- ALK - Alaska Air Group 10.6%
- BRK.A - Berkshire Hathaway · CL A 10.2%
- DG - Dollar Gen 8.7%
- DECK - Deckers Outdoor 7.5%
- DLTR - Dollar Tree 7.2%
- BLDR - Builders Firstsource 5.6%
- OLN - OLIN 4.8%
- NEM - Newmont 4.7%
- KGC - Kinross Gold 4.1%
- PAYX - Paychex 2.4%
- FIVE - Five Below 2.1%
- Other 16.6%
AUM over time
Book
| BRK.B - Berkshire Hathaway · CL B | 20.55% | Add +0.5% | 239,349 | $532.58 | $127M | +1,296 | +$20M |
| BRK.A - Berkshire Hathaway · CL A | 14.93% | Reduce −3.3% | 116 | $798,442 | $93M | −4 | +$11M |
| DG - Dollar Gen | 12.86% | Add +48.3% | 907,179 | $87.93 | $80M | +295,650 | +$33M |
| KGC - Kinross Gold | 9.16% | Reduce −2.2% | 4,506,646 | $12.61 | $57M | −101,545 | +$14M |
| DLTR - Dollar Tree | 5.97% | Reduce −37.1% | 493,386 | $75.07 | $37M | −290,436 | −$22M |
| NEM - Newmont | 5.16% | Add +0.9% | 662,556 | $48.28 | $32M | +5,733 | +$8M |
| VLO - Valero Energy | 4.06% | Add +0.8% | 190,494 | $132.07 | $25M | +1,475 | +$2M |
| SBUX - Starbucks | 3.66% | Reduce −0.9% | 231,702 | $98.09 | $23M | −2,040 | +$1M |
| PARA - Paramount Global · CLASS B | 3.15% | Add +38.4% | 1,632,655 | $11.96 | $20M | +452,566 | +$7M |
| OLN - OLIN | 2.75% | Add +20.0% | 702,466 | $24.24 | $17M | +116,973 | −$3M |
| ALK - Alaska Air Group | 2.74% | Reduce −1.5% | 344,834 | $49.22 | $17M | −5,241 | −$6M |
| DIS - Disney Walt | 2.22% | Reduce −0.2% | 139,801 | $98.70 | $14M | −262 | −$2M |
| EQNR - Equinor Asa | 2.09% | Add 0.0% | 490,166 | $26.45 | $13M | +26 | +$1M |
| CMI - Cummins | 2.02% | Reduce −1.0% | 40,039 | $313.44 | $13M | −417 | −$2M |
| DINO - Hf Sinclair | 1.59% | Add +2.2% | 299,281 | $32.88 | $10M | +6,372 | −$426K |
| XOM - Exxon Mobil | 1.08% | Reduce −0.3% | 56,272 | $118.93 | $7M | −159 | +$622K |
| FIVE - Five Below | 0.95% | Add +3.0% | 78,664 | $74.93 | $6M | +2,307 | −$2M |
| TRV - Travelers Companies | 0.86% | Hold | 20,155 | $264.46 | $5M | — | — |
| COST - Costco Whsl | 0.65% | Reduce −2.4% | 4,245 | $945.78 | $4M | −105 | +$29K |
| MRK - Merck & | 0.64% | Hold | 44,443 | $89.76 | $4M | — | — |
| NXPI - Nxp Semiconductors | 0.42% | Reduce −0.9% | 13,558 | $190.06 | $3M | −130 | −$268K |
| NKE - NIKE · CL B | 0.37% | Add +2.7% | 36,550 | $63.48 | $2M | +950 | −$374K |
| GE - GE Aerospace | 0.32% | Hold | 9,842 | $200.15 | $2M | — | — |
| KO - Coca Cola | 0.25% | Reduce −1.2% | 22,000 | $71.62 | $2M | −273 | +$189K |
| AXP - American Express | 0.19% | Hold | 4,432 | $269.05 | $1M | — | — |
| GEV - GE Vernova | 0.18% | Reduce −9.7% | 3,738 | $305.28 | $1M | −400 | −$220K |
| Seacor Marine | 0.17% | Hold | 211,480 | $5.06 | $1M | — | — |
| SGOV - Ishares Tr | 0.17% | New | 10,600 | $100.67 | $1M | +10,600 | +$1M |
| CVX - Chevron | 0.17% | Hold | 6,163 | $167.29 | $1M | — | — |
| GLDM - World Gold Tr | 0.16% | Add +12.9% | 16,219 | $61.89 | $1M | +1,854 | +$257K |
| AAPL - Apple | 0.15% | Hold | 4,140 | $222.13 | $920K | — | — |
| OVV - Ovintiv | 0.11% | Hold | 16,487 | $42.80 | $706K | — | — |
| PHYS - Sprott Physical Gold Tr | 0.09% | Hold | 23,869 | $24.06 | $574K | — | — |
| GEHC - GE HealthCare | 0.06% | Hold | 4,581 | $80.71 | $370K | — | — |
| SHEL - Shell | 0.06% | Hold | 4,968 | $73.28 | $364K | — | — |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $52.94 | $235K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Mercury Genl | 0.32% | Exit | 0 | $66.48 | $2M | −26,805 | −$2M |
| AMZN - Amazon | 0.04% | Exit | 0 | $219.79 | $211K | −960 | −$211K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 50 | $885M | +5.7% | 13F-HR | 8/14/2026 | 000194104026000625 |
| 2026 Q1 | 44 | $837M | −3.8% | 13F-HR | 5/15/2026 | 000194104026000373 |
| 2025 Q4 | 39 | $870M | +8.6% | 13F-HR | 2/17/2026 | 000117266126001092 |
| 2025 Q3 | 38 | $801M | +12.7% | 13F-HR | 11/14/2025 | 000117266125005018 |
| 2025 Q2 | 37 | $711M | +14.7% | 13F-HR | 8/15/2025 | 000117266125003548 |
| 2025 Q1 | 36 | $620M | +10.7% | 13F-HR | 5/15/2025 | 000117266125002345 |
| 2024 Q4 | 37 | $560M | −5.4% | 13F-HR | 2/14/2025 | 000117266125001116 |
| 2024 Q3 | 37 | $592M | +5.9% | 13F-HR | 11/14/2024 | 000117266124005284 |
| 2024 Q2 | 39 | $559M | +2.2% | 13F-HR | 8/14/2024 | 000117266124003568 |
| 2024 Q1 | 36 | $547M | +14.4% | 13F-HR | 5/15/2024 | 000117266124002492 |
| 2023 Q4 | 35 | $478M | +14.6% | 13F-HR | 2/14/2024 | 000117266124001560 |
| 2023 Q3 | 33 | $417M | −1.4% | 13F-HR | 11/14/2023 | 000117266123004036 |
| 2023 Q2 | 33 | $423M | +8.2% | 13F-HR | 8/14/2023 | 000117266123003155 |
| 2023 Q1 | 34 | $391M | +6.5% | 13F-HR | 5/15/2023 | 000117266123002306 |
| 2022 Q4 | 33 | $367M | +10.9% | 13F-HR | 2/14/2023 | 000117266123001428 |
| 2022 Q3 | 34 | $331M | −2.1% | 13F-HR | 11/14/2022 | 000117266122002543 |
| 2022 Q2 | 32 | $338M | −14.0% | 13F-HR | 8/15/2022 | 000117266122001986 |
| 2022 Q1 | 32 | $393M | +22.4% | 13F-HR | 5/16/2022 | 000117266122001444 |
| 2021 Q4 | 33 | $321M | +3.9% | 13F-HR | 2/14/2022 | 000117266122000789 |
| 2021 Q3 | 38 | $309M | — | 13F-HR | 11/15/2021 | 000117266121002360 |
About
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2